Take the stress out of onboarding new clients with this ready-to-use, professionally crafted toolkit—designed specifically for busy Allied Health and NDIS providers.

Whether you're welcoming your first client or streamlining your existing process, this toolkit helps you create a polished, efficient experience from first contact to first appointment—without starting from scratch.

What’s Included:

• ✅ SOP: Client Onboarding Process (Step-by-step guide)
• ✅ Onboarding Checklist (Keep everything on track)
• ✅ General Welcome Email Template
• ✅ Customisable Intake / Referral Form
• ✅ Referral Acceptance & Rejection Email Templates
• ✅ Intake Approval Email Template
• ✅ Service Agreement Template
• ✅ Release of Information Form
• ✅ First Appointment Reminder Email

✨ All templates are fully editable, easy to brand, and aligned with industry best practice—so you can save time, stay compliant, and create a seamless experience for your clients.

Perfect for:

✔️ Allied Health practitioners

✔️ NDIS providers and support coordinators

✔️ Solo or small practices wanting a more streamlined workflow